Home
Integrate mRounds with External Systems
Configure external-system connections for master data synchronization, data export, email, and maintenance integrations.
Send mRounds Issues to Benchmark Gensuite
Connect mRounds to Benchmark Gensuite to send Issue data as Concern Reports.
Prepare the Issue Form for Gensuite
Add the ROC fields and Generate Gensuite Report switch to the plant's Issue form.

Title and Copyright
Review the guide's release details, copyright notices, and terms of use.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What's New for mRounds Configurators
Find new and expanded configuration guidance for Maximo, Dozuki, AVEVA PI, iMES, Gensuite and Shift Handover Reports.
Integrate mRounds with External Systems
Configure external-system connections for master data synchronization, data export, email, and maintenance integrations.
- Establish a Connection with FTP Server for Data Export
  An FTP (File Transfer Protocol) server connection allows mRounds to transfer large volumes of data to external systems for reporting, backup, or further processing. Establishing this connection enables the export of rounds data and reports to FTP servers without manual intervention, ensuring a smooth and automated process for data storage and sharing.
- Establish a Connection with ODBC for Database Integration
  The ODBC (Open Database Connectivity) connector allows mRounds to directly interface with external databases. This connection is crucial for exporting rounds data to an organization’s internal databases, enabling further analysis and integration with other systems like reporting tools or custom dashboards.
- Configure an SMTP Server for Automated Email Notifications
  Configuring an SMTP (Simple Mail Transfer Protocol) server allows mRounds to send automated email notifications to stakeholders about task completions, issues, and important updates. This connection ensures timely communication about maintenance operations.
- Establish a Connection with SAP for Master Data Integration
  Connect mRounds to SAP and synchronize master data from SAP.
- Establish a Connection with Maximo for Master Data Integration
  Connect mRounds to Maximo to synchronize Locations and Assets, and configure Maximo work order events when required.
- Establish a Connection with Enablon for EHS Incident Management
  If an Environment, Health, and Safety (EHS) issue is raised in the mRounds application, the details are automatically transferred to the Enablon incident management tool, creating a corresponding event. Additionally, if an SAP notification is generated for the same issue, mRounds sends the notification number along with the issue details to Enablon.
- Send mRounds Issues to Benchmark Gensuite
  Connect mRounds to Benchmark Gensuite to send Issue data as Concern Reports.
  - Enable Gensuite and Prepare Existing Plants
    Enable the tenant connector and prepare existing plant Issue templates for Gensuite integration.
  - Prepare the Issue Form for Gensuite
    Add the ROC fields and Generate Gensuite Report switch to the plant's Issue form.
  - Create a Benchmark Gensuite Connection
    Save the customer's Gensuite credentials and API endpoints in a reusable tenant connection.
  - Map Plant Issues to Gensuite Concern Reports
    Configure a real-time outbound Issues integration and map its fields and picklist values for a plant.
- Configure the Dozuki Integration
  Enable the Dozuki integration and set its API endpoint and administrator credentials for the tenant.
- Integrate mRounds with AVEVA PI
  mRounds can receive PI event frames, acknowledge them in PI, and write round readings back to PI attributes.
- Connect Shift Handover Reports to Platform Alerts and IMES
  Show platform Alerts and IMES query results in mRounds Shift Handover Reports.
Onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
Onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Invoke mRounds Tasks Using APIs
Innovapptive exposes certain APIs that can be used by applications and create tasks like creating operator rounds, dynamically generate round plans, and so on.

Prepare the Issue Form for Gensuite

Add the ROC fields and Generate Gensuite Report switch to the plant's Issue form.

The Issue form of each plant must hold every field the integration sends. The example below shows one plant's form; your form can have other fields.

Open Report Issue Configuration for the plant.

In the General section, make sure the form has the fields the integration sends, including the custom ROC fields.

General section field	Type
Title	Text Answer
Description	Text Answer
Task	Text Answer
Round	Text Answer
Attachments	Attachments
Category	Category
Priority	Priority
Type of ROC	Dropdown
ROC - Unit	Dropdown
ROC - Status	Dropdown
ROC - Closure Comment	Text Answer
ROC - Closure Date	Date & Time

Fields with a lock icon are standard mRounds fields. The ROC fields are custom fields added for Gensuite.

Report Issue Configuration, General section with 12 fields including Type of ROC, ROC - Unit, ROC - Status, ROC - Closure Comment and ROC - Closure Date — Figure 1. General section of the Issue form, with the phone preview (plant masked)

In the More Details section, add the Generate Gensuite Report field as a Switch.

More Details section field	Type
Plant	Plant
Unit	Unit
Location	Location
Asset	Asset
Assign to	Assign to
Start Date and Time	Date & Time
Due Date and Time	Date & Time
Status	Status
Work Order	Read Only Field
Generate Gensuite Report	Switch

Leave Required cleared and set Field Permissions to None. To show the switch only for certain Categories or ROC types, use Add Logic.

Report Issue Configuration, More Details section with 10 fields; Generate Gensuite Report is a Switch, not required, Field Permissions None — Figure 2. More Details section with the Generate Gensuite Report switch (plant masked)

Enter the dropdown options for Type of ROC, ROC - Unit, and ROC - Status.
The options must match the mRounds values in the integration value mappings exactly, including case. Otherwise the value mapping does not pick them up. See Map Plant Issues to Gensuite Concern Reports.
Check the form in the phone preview, and click Save & Publish.

Description is required on the form; it is a separate field from Title, which maps to the Gensuite Description field.